See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,317 | $82,286-46.1% | $68,791-35.6% | $134,475-67.0% |
| Participation rate | 59.1% | 75.1%-16.0pp | 69.0%-9.9pp | 81.2%-22.1pp |
| Annual return | -20.65% | -2.19%-18.5pp | -6.38%-14.3pp | 417.96%-438.6pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,494 | $4,739-68.5% | $3,941-62.1% | $6,400-76.7% |
| Admin fee / account holder | $500 | $6,481-92.3% | $4,932-89.9% | $11,426-95.6% |